- Manager
- Phillipcapital (India)
- Service
- Discretionary
- Asset class
- Equity
Phillip Emerging India
+12.29%
1-year return
Benchmark S and P BSE 500 −2.29% · to 30 Sep 2026
Phillipcapital (India)’s Phillip Emerging India returned 12.29% over the year to 30 Sep 2026, against −2.29% for its benchmark, the S and P BSE 500. It managed ₹29.65 crore across its clients.
Key numbers
- AUM
- ₹29.65 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 | Difference |
|---|---|---|---|
| 1 month | −0.53% | −5.52% | +4.99% |
| 3 months | +4.08% | −3.55% | +7.63% |
| 6 months | +31.60% | +8.07% | +23.53% |
| 1 year | +12.29% | −2.29% | +14.58% |
| 2 years | +2.95% | −4.44% | +7.39% |
| 3 years | +9.56% | +8.39% | +1.17% |
| 4 years | +12.12% | +10.23% | +1.89% |
| 5 years | +9.81% | +7.83% | +1.98% |
| Since inception | +12.90% | +11.14% | +1.76% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.92%₹28.15 Cr
- Cash and other5.08%₹1.51 Cr
- Mutual funds0.00%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0.63 Cr
- Net, Sep 2026
- −₹0.62 Cr
- Net, FY to date
- −₹1.73 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Phillip Emerging India returned?
12.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.53%; 3 months: 4.08%; 6 months: 31.60%; 1 year: 12.29%; 2 years: 2.95%; 3 years: 9.56%; 4 years: 12.12%; 5 years: 9.81%; Since inception: 12.90%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500, returned −2.29% over the year, so the strategy was 14.58 percentage points ahead.
How much does Phillip Emerging India manage?
₹29.65 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Phillip Emerging India?
Phillipcapital (India), a SEBI-registered portfolio manager (INP000004433), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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